VESTIA PERSONAL WEALTH ADVISORS

VESTIA PERSONAL WEALTH ADVISORS runs VESTIA PERSONAL WEALTH ADVISORS and currently holds 99 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $212.80M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VESTIA PERSONAL WEALTH ADVISORS ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VESTIA PERSONAL WEALTH ADVISORS's portfolio at VESTIA PERSONAL WEALTH ADVISORS has delivered returns of +16.25%. Their 3-year annualized return is +19.06%. Looking at the 5-year horizon, VESTIA PERSONAL WEALTH ADVISORS has achieved +19.06% annualized returns at VESTIA PERSONAL WEALTH ADVISORS.